Holders — by stockHoldings — by fund
Wealthspire Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1646247
$18.16B
disclosed book value
1,298
positions
11.8%
largest position share
Positions, as of 2026-06-30
top 100 of 1,298 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 2.9M | $2.15B | 11.8% |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 15.7M | $1.12B | 6.1% |
| 3 | VOOVANGUARD INDEX FDS | 1.2M | $792.8M | 4.4% |
| 4 | IJHISHARES TR | 8.0M | $613.9M | 3.4% |
| 5 | VXUSVANGUARD STAR FDS | 6.4M | $551.1M | 3% |
| 6 | SPYMSPDR SERIES TRUST | 5.8M | $509.6M | 2.8% |
| 7 | VTIVANGUARD INDEX FDS | 1.3M | $480.8M | 2.6% |
| 8 | SCHDSCHWAB STRATEGIC TR | 13.6M | $430.4M | 2.4% |
| 9 | VUGVANGUARD INDEX FDS | 4.4M | $380.3M | 2.1% |
| 10 | SPYSTATE STR SPDR S&P 500 ETF T | 502,627 | $375.3M | 2.1% |
| 11 | DFACDIMENSIONAL ETF TRUST | 7.5M | $334.9M | 1.8% |
| 12 | VWOVANGUARD INTL EQUITY INDEX F | 5.2M | $310.3M | 1.7% |
| 13 | SCHFSCHWAB STRATEGIC TR | 10.9M | $303.0M | 1.7% |
| 14 | IJRISHARES TR | 2.0M | $300.4M | 1.7% |
| 15 | VTIPVANGUARD MALVERN FDS | 5.0M | $253.4M | 1.4% |
| 16 | IUSBISHARES TR | 5.5M | $253.0M | 1.4% |
| 17 | AON PLC | 726,424 | $240.9M | 1.3% |
| 18 | AAPLAPPLE INC | 784,975 | $227.1M | 1.3% |
| 19 | SGOVISHARES TR | 2.2M | $223.9M | 1.2% |
| 20 | VXFVANGUARD INDEX FDS | 838,191 | $206.4M | 1.1% |
| 21 | VOVANGUARD INDEX FDS | 2.3M | $188.9M | 1% |
| 22 | VVVANGUARD INDEX FDS | 530,162 | $182.3M | 1% |
| 23 | IEMGISHARES INC | 1.8M | $148.4M | 0.8% |
| 24 | NVDANVIDIA CORPORATION | 641,006 | $128.3M | 0.7% |
| 25 | MSFTMICROSOFT CORP | 342,187 | $127.6M | 0.7% |
| 26 | IAUISHARES GOLD TR | 1.7M | $125.3M | 0.7% |
| 27 | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT ADMIRAL CLASS | 8.8M | $121.9M | 0.7% |
| 28 | VBVANGUARD INDEX FDS | 389,955 | $118.2M | 0.7% |
| 29 | VEUVANGUARD INTL EQUITY INDEX F | 1.4M | $113.5M | 0.6% |
| 30 | GOOGALPHABET INC | 304,880 | $107.7M | 0.6% |
| 31 | SOXXISHARES TR | 161,642 | $103.6M | 0.6% |
| 32 | QQQINVESCO QQQ TR | 134,082 | $98.7M | 0.5% |
| 33 | BKLCBNY MELLON ETF TRUST | 687,689 | $98.6M | 0.5% |
| 34 | DFAEDIMENSIONAL ETF TRUST | 2.4M | $95.5M | 0.5% |
| 35 | MONEY MARKET FUND 261941702 | 91.9M | $91.9M | 0.5% |
| 36 | AMZNAMAZON COM INC | 382,824 | $91.2M | 0.5% |
| 37 | IWVISHARES TR | 212,799 | $90.7M | 0.5% |
| 38 | EMLPFIRST TR EXCHANGE-TRADED FD | 2.1M | $90.4M | 0.5% |
| 39 | ACWXISHARES TR | 1.2M | $89.8M | 0.5% |
| 40 | ITOTISHARES TR | 515,328 | $84.7M | 0.5% |
| 41 | SCHXSCHWAB STRATEGIC TR | 2.8M | $83.6M | 0.5% |
| 42 | DFAIDIMENSIONAL ETF TRUST | 2.0M | $82.6M | 0.5% |
| 43 | TFLOISHARES TR | 1.6M | $81.0M | 0.4% |
| 44 | DFGRDIMENSIONAL ETF TRUST | 2.8M | $80.5M | 0.4% |
| 45 | IXUSISHARES TR | 842,622 | $80.4M | 0.4% |
| 46 | IEFAISHARES TR | 831,014 | $80.3M | 0.4% |
| 47 | SMHVANECK ETF TRUST | 119,562 | $78.4M | 0.4% |
| 48 | CMECME GROUP INC | 355,010 | $78.4M | 0.4% |
| 49 | GOOGLALPHABET INC | 216,448 | $77.4M | 0.4% |
| 50 | VBKVANGUARD INDEX FDS | 205,004 | $75.0M | 0.4% |
| 51 | MORGAN STANLEY ETF TRUST | 782,924 | $74.0M | 0.4% |
| 52 | VTVVANGUARD INDEX FDS | 337,510 | $73.6M | 0.4% |
| 53 | HYDBISHARES TR | 1.5M | $72.0M | 0.4% |
| 54 | SHYISHARES TR | 817,585 | $67.1M | 0.4% |
| 55 | IWFISHARES TR | 530,662 | $65.9M | 0.4% |
| 56 | MUBISHARES TR | 568,001 | $61.1M | 0.3% |
| 57 | EFAISHARES TR | 580,559 | $60.3M | 0.3% |
| 58 | IWBISHARES TR | 145,102 | $59.4M | 0.3% |
| 59 | BNDVANGUARD BD INDEX FDS | 777,249 | $57.1M | 0.3% |
| 60 | NOBLPROSHARES TR | 1.0M | $56.4M | 0.3% |
| 61 | XLKSELECT SECTOR SPDR TR | 295,627 | $56.3M | 0.3% |
| 62 | VBRVANGUARD INDEX FDS | 217,250 | $52.8M | 0.3% |
| 63 | SPABSPDR SER TR BARCLAYS AGGREGATE BD ETF | 2.1M | $52.5M | 0.3% |
| 64 | PVALPUTNAM ETF TRUST | 1.0M | $52.3M | 0.3% |
| 65 | SMMDISHARES TR | 562,618 | $51.6M | 0.3% |
| 66 | VANGUARD FEDERAL MMKT-INV | 49.4M | $49.4M | 0.3% |
| 67 | SPTSSPDR SERIES TRUST | 1.7M | $48.6M | 0.3% |
| 68 | ILCGISHARES TR | 395,293 | $46.3M | 0.3% |
| 69 | SPYGSPDR SERIES TRUST | 380,113 | $45.2M | 0.2% |
| 70 | FIDELITY TREASURY (ONLY MONEY MARKET FD) | 44.1M | $44.1M | 0.2% |
| 71 | SPTMSPDR PORT TTL STCK MRKT | 483,994 | $43.9M | 0.2% |
| 72 | TSLATESLA INC | 104,461 | $43.9M | 0.2% |
| 73 | VCSHVANGUARD SCOTTSDALE FDS | 553,373 | $43.7M | 0.2% |
| 74 | PDBCINVESCO ACTVELY MNGD ETC FD | 2.7M | $42.2M | 0.2% |
| 75 | BRK/BBERKSHIRE HATHAWAY INC DEL | 83,596 | $41.8M | 0.2% |
| 76 | CVXCHEVRON CORPORATION | 248,370 | $41.2M | 0.2% |
| 77 | MORGAN STANLEY ETF TRUST | 464,924 | $39.5M | 0.2% |
| 78 | DFAUDIMENSIONAL ETF TRUST | 727,590 | $37.6M | 0.2% |
| 79 | JPMJPMORGAN CHASE & CO | 114,563 | $37.5M | 0.2% |
| 80 | VANGUARD LONG TERM TAX EXEMPT FUND ADMIRAL SHARES | 3.4M | $37.1M | 0.2% |
| 81 | AVGOBROADCOM INC | 96,827 | $36.6M | 0.2% |
| 82 | SCHESCHWAB STRATEGIC TR | 1.0M | $36.5M | 0.2% |
| 83 | RSPINVESCO EXCHANGE TRADED FD T | 165,851 | $35.3M | 0.2% |
| 84 | SPDWSPDR INDEX SHS FDS | 668,986 | $33.7M | 0.2% |
| 85 | VTEBVANGUARD MUN BD FDS | 661,660 | $33.5M | 0.2% |
| 86 | LLYELI LILLY & CO | 27,830 | $33.4M | 0.2% |
| 87 | EAGGISHARES TR | 690,130 | $32.7M | 0.2% |
| 88 | FIDELITY 500 INDEX FD-AI | 125,005 | $32.7M | 0.2% |
| 89 | AXPAMERICAN EXPRESS CO | 95,731 | $32.4M | 0.2% |
| 90 | IWMISHARES TR | 106,982 | $32.1M | 0.2% |
| 91 | BZHBEAZER HOMES USA INC | 1.1M | $31.3M | 0.2% |
| 92 | IGFISHARES TR | 465,286 | $31.0M | 0.2% |
| 93 | CAVACAVA GROUP INC | 383,523 | $30.1M | 0.2% |
| 94 | VANGUARD LIMITED TAX -EXEMPT FUND ADMIRAL SHARES | 2.7M | $30.0M | 0.2% |
| 95 | USFRWISDOMTREE TR | 580,812 | $29.2M | 0.2% |
| 96 | IBTGISHARES TR | 1.3M | $29.2M | 0.2% |
| 97 | ACCENTURE PLC IRELAND | 228,396 | $28.4M | 0.2% |
| 98 | BKAGBNY MELLON ETF TRUST | 676,711 | $28.4M | 0.2% |
| 99 | GOVTISHARES TR | 1.2M | $27.4M | 0.2% |
| 100 | FUNDVANTAGE TR | 1.2M | $26.5M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.